Helikon Investments Ltd
Net buyer this quarter
$3.35B
18
+$842M
82.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SKE | $448M | 13.40% | 13.87% | +2.2% | Q3 2024 |
 ABVX | $371M | 11.10% | 3.55% | +175.1% | Q1 2026 |
 EGO | $348M | 10.38% | 5.63% | Not reported | Q4 2020 |
 CAAP | $342M | 10.23% | 8.23% | +3.3% | Q4 2020 |
 AAUC | $275M | 8.21% | 9.27% | -5.8% | Q2 2025 |
 PPLI | $261M | 7.79% | Not reported | +60.7% | Q2 2025 |
 SGHC | $234M | 6.99% | 3.41% | +83.2% | Q3 2024 |
 SVM | $176M | 5.26% | 7.89% | +8.2% | Q1 2026 |
 FLUT | $160M | 4.78% | 0.90% | +8.7% | Q1 2026 |
 SLSR | $159M | 4.75% | Not reported | +21.9% | Q1 2025 |
 CNL | $131M | 3.90% | 11.51% | -3.0% | Q3 2024 |
 QGEN | $121M | 3.60% | 1.42% | +70.6% | Q1 2026 |
 MGM | $96.8M | 2.89% | 0.80% | -29.6% | Q1 2025 |
 IRS | $75.8M | 2.26% | 0.64% | +10.8% | Q1 2023 |
 NEWP | $74.1M | 2.21% | 9.96% | +85.6% | Q4 2025 |
 HSLV | $37.3M | 1.12% | 6.12% | +54.9% | Q1 2026 |
 AEM | $22.7M | 0.68% | 0.03% | New | Q2 2026 |
 EDN | $15.2M | 0.45% | 0.07% | -54.4% | Q2 2023 |
| Q1 2026 | |||||
| SKE | $489M | 18.47% | 13.57% | +4.0% | Q3 2024 |
| AAUC | $381M | 14.38% | 9.84% | -25.6% | Q2 2025 |
| CAAP | $333M | 12.57% | 7.97% | -3.0% | Q4 2020 |
| CNL | $193M | 7.30% | 11.86% | +3.1% | Q3 2024 |
| SVM | $173M | 6.53% | 7.30% | New | Q1 2026 |
| FLUT | $147M | 5.54% | 0.82% | New | Q1 2026 |
| PPLI | $141M | 5.32% | Not reported | +88.5% | Q2 2025 |
| SLSR | $133M | 5.04% | Not reported | +72.3% | Q1 2025 |
| ABVX | $113M | 4.26% | 1.29% | New | Q1 2026 |
| MGM | $106M | 4.02% | 1.12% | -3.8% | Q1 2025 |
| SGHC | $102M | 3.84% | 1.86% | Not reported | Q3 2024 |
 TGS | $81.2M | 3.07% | 0.31% | -28.5% | Q1 2024 |
| QGEN | $72.4M | 2.73% | 0.83% | New | Q1 2026 |
| IRS | $71.8M | 2.71% | 0.58% | +6.9% | Q1 2023 |
| NEWP | $41.1M | 1.55% | 5.78% | +333.2% | Q4 2025 |
| EDN | $40M | 1.51% | 0.15% | -16.8% | Q2 2023 |
| HSLV | $30.4M | 1.15% | 3.95% | New | Q1 2026 |
| Q4 2025 | |||||
| AAUC | $377M | 20.02% | 13.23% | +12.0% | Q2 2025 |
| SKE | $376M | 19.92% | 13.05% | -6.2% | Q3 2024 |
| CAAP | $353M | 18.71% | 8.21% | +1.0% | Q4 2020 |
| CNL | $155M | 8.24% | 11.51% | +1.9% | Q3 2024 |
| MGM | $109M | 5.78% | 1.16% | -14.3% | Q1 2025 |
| TGS | $102M | 5.41% | 0.44% | +13.3% | Q1 2024 |
| PPLI | $73M | 3.87% | Not reported | +40.8% | Q2 2025 |
| SLSR | $71.9M | 3.81% | Not reported | +32.5% | Q1 2025 |
| IRS | $68.5M | 3.63% | 0.54% | +21.0% | Q1 2023 |
 IHS | $65.5M | 3.47% | 2.62% | +81.2% | Q1 2025 |
 PAM | $50M | 2.65% | 0.04% | -19.1% | Q4 2022 |
| EDN | $48M | 2.54% | 0.18% | -10.5% | Q2 2023 |
 VEON | $18.1M | 0.96% | 0.02% | -32.8% | Q4 2021 |
| NEWP | $8.05M | 0.43% | 1.33% | New | Q4 2025 |
 IFS | $1.32M | 0.07% | 0.03% | -96.7% | Q2 2023 |
 BTG | $256K | 0.01% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| SKE | $311M | 21.28% | 15.68% | +20.3% | Q3 2024 |
| AAUC | $258M | 17.66% | Not reported | +25.0% | Q2 2025 |
| CAAP | $243M | 16.65% | 8.23% | +0.7% | Q4 2020 |
| CNL | $151M | 10.34% | 13.47% | +5.4% | Q3 2024 |
| MGM | $121M | 8.27% | 1.28% | -60.4% | Q1 2025 |
| TGS | $60.9M | 4.17% | 0.38% | Not reported | Q1 2024 |
| PPLI | $45.2M | 3.09% | Not reported | -34.9% | Q2 2025 |
| SLSR | $43.4M | 2.97% | Not reported | +41.6% | Q1 2025 |
| PAM | $42M | 2.87% | 0.05% | +41.9% | Q4 2022 |
| IRS | $40.5M | 2.77% | 0.46% | +44.6% | Q1 2023 |
| IFS | $37.7M | 2.58% | 0.83% | -21.3% | Q2 2023 |
| IHS | $33M | 2.26% | 1.45% | +105.6% | Q1 2025 |
| VEON | $27.9M | 1.91% | 0.03% | -64.9% | Q4 2021 |
| EDN | $27.8M | 1.90% | 0.20% | Not reported | Q2 2023 |
 CRESY | $3.64M | 0.25% | 0.07% | Not reported | Q1 2023 |
 LOMA | $1.79M | 0.12% | 0.04% | New | Q3 2025 |